We are live on ! Find out more
DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

204 hedge funds and large institutions have $1.07B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

20% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 51

9.26% more ownership

Funds ownership: 105.9% → 115.16% (+9.3%)

7% more funds holding

Funds holding: 191 → 204 (+13)

0% more capital invested

Capital invested by funds: $1.06B → $1.07B (+$4.73M)

Holders
204
Holders Change
+13
Holders Change %
+6.81%
% of All Funds
4.55%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
30
Increased
61
Reduced
51
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$33.2M
2
GW
GW & Wade
Massachusetts
+$32.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$8.24M
4
CI
CX Institutional
Indiana
+$6.87M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.85M

Top Sellers

Rank Fund Capital Flow
1
GWA
Guidant Wealth Advisors
Illinois
-$7.63M
2
RIG
RiverFront Investment Group
Virginia
-$3.37M
3
PV
Private Vista
Illinois
-$2.59M
4
VC
Vestor Capital
Illinois
-$2.16M
5
SWP
Stratos Wealth Partners
Ohio
-$1.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
51
Guidant Wealth Advisors
Illinois
$2.18M -$7.63M -168,412 -77%
HighTower Advisors
52
HighTower Advisors
Illinois
$2.16M +$138K +3,040 +6%
FAIM
53
Financial Advocates Investment Management
Washington
$2.15M +$22.1K +488 +1%
CWM
54
Circle Wealth Management
New Jersey
$2.1M +$8.97K +198 +0.4%
William Blair & Company
55
William Blair & Company
Illinois
$2.07M +$48.2K +1,064 +2%
MHS
56
M Holdings Securities
Oregon
$1.9M – – –
MWP
57
Moller Wealth Partners
$1.8M – – –
M&T Bank
58
M&T Bank
New York
$1.69M +$11.9K +262 +0.7%
SIAS
59
Shine Investment Advisory Services
Colorado
$1.64M +$38.5K +850 +2%
CANC
60
Culbertson A N & Co
Virginia
$1.46M -$12.6K -278 -0.8%
KA
61
Kovack Advisors
Florida
$1.46M +$11.8K +260 +0.8%
WCM
62
Weatherstone Capital Management
Colorado
$1.43M +$1.36M +29,970 New
AG
63
Advisor Group
Arizona
$1.39M +$87.3K +1,928 +6%
BAAM
64
Baker Avenue Asset Management
California
$1.35M -$736K -16,242 -34%
SCA
65
STALEY CAPITAL ADVISERS
Pennsylvania
$1.34M -$9.06K -200 -0.6%
ACG
66
Allen Capital Group
Nebraska
$1.32M -$24.1K -532 -2%
SFWC
67
Strategic Family Wealth Counselors
New Jersey
$1.29M +$1.38M +30,558 New
IA
68
IFP Advisors
Florida
$1.26M +$1.28M +28,272 +1,612%
Brown Advisory
69
Brown Advisory
Maryland
$1.25M – – –
AAS
70
Avantax Advisory Services
Texas
$1.22M +$1.31M +28,834 New
Citigroup
71
Citigroup
New York
$1.16M -$3.17K -70 -0.3%
VC
72
Vicus Capital
Pennsylvania
$1.16M +$684K +15,094 +123%
Cerity Partners
73
Cerity Partners
New York
$1.15M +$12.4K +274 +1%
IA
74
IFG Advisory
Georgia
$1.1M +$166K +3,664 +6%
VFA
75
Valeo Financial Advisors
Indiana
$1.07M – – –
1 2
3
4 5

DLN Hedge Fund Activity: Q4 2018 in Review

204 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q4 2018, worth a combined $1.07B — up 0.45% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DLN positions and 16 closed out — a net gain of 14 holders — while 61 added to existing stakes and 51 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $33.2M. The largest seller was Guidant Wealth Advisors, cutting an estimated $7.63M.

  • 204 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q4 2018, up from 191 in Q3 2018.
  • Funds reported $1.07B of WisdomTree US LargeCap Dividend Fund stock for Q4 2018, up 0.45% quarter-over-quarter.
  • 30 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q4 2018 and 16 closed out, a net change of +14 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q4 2018 was Bank of New York Mellon, an estimated $33.2M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q4 2018 was Guidant Wealth Advisors, an estimated $7.63M sold.

Based on aggregated 13F filings for Q4 2018.